Compare actuals against more than one budget or forecast in the same report — for example your original budget, a revised budget and the latest reforecast — by adding a column for each one.

For a consolidated company, set up the consolidated budgets first — see How to add a budget to a consolidated company.

1. Open the column settings

1. Open the report and click Edit, then Edit columns.

2. Add a column for each budget

1. Under Add New Column, choose the time period, for example Month, Year-To-Date or Full Year.
2. In the new column, click Budget.
3. Choose the budget or forecast from the dropdown. Default Budget always uses whichever budget is set as the default.
4. Repeat for each budget you want to compare. Add an Actual column, and a Variance column if you want to show the difference.

3. Save the report

1. To reuse these columns in other reports, click Save as New Column Config and give the layout a name.
2. Click Save & Exit.

Saved layouts appear in the Columns dropdown at the top of any report. For more on columns, see How to create and edit report columns.

Related articles

• How to set up budgets in ScaleXP (overview)
• How do I set the default budget or forecast?
• How to rename budgets, forecasts, and budget headings in reports
• How to create and edit report columns
• How to report department or project costs vs budget